Global Retirement Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
+1,917
| New | +$105K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $204K | Buy |
3,863
+766
| +25% | +$40.5K | 0.01% | 945 |
|
|
2024
Q3 | $197K | Buy |
3,097
+648
| +26% | +$41.2K | 0.01% | 918 |
|
|
2024
Q2 | $133K | Buy |
2,449
+5
| +0.2% | +$271 | ﹤0.01% | 1058 |
|
|
2024
Q1 | $120K | Buy |
2,444
+562
| +30% | +$27.6K | ﹤0.01% | 1003 |
|
|
2023
Q4 | $85.9K | Buy |
1,882
+625
| +50% | +$28.5K | ﹤0.01% | 1121 |
|
|
2023
Q3 | $52.7K | Buy |
1,257
+7
| +0.6% | +$294 | ﹤0.01% | 1249 |
|
|
2023
Q2 | $39.9K | Sell |
1,250
-105
| -8% | -$3.35K | ﹤0.01% | 1373 |
|
|
2023
Q1 | $44K | Buy |
1,355
+812
| +150% | +$26.3K | ﹤0.01% | 1297 |
|
|
2022
Q4 | $19.8K | Buy |
543
+399
| +277% | +$14.6K | ﹤0.01% | 1484 |
|
|
2022
Q3 | $6K | Sell |
144
-48
| -25% | -$2K | ﹤0.01% | 1863 |
|
|
2022
Q2 | $7K | Sell |
192
-100
| -34% | -$3.65K | ﹤0.01% | 1771 |
|
|
2022
Q1 | $10K | Buy |
+292
| New | +$10K | ﹤0.01% | 1619 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$2K | – | 916 |
|
|
2021
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q2 | $2K | Buy |
69
+1
| +1% | +$29 | ﹤0.01% | 1729 |
|
|
2021
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1710 |
|
|
2020
Q4 | $1K | Sell |
68
-36
| -35% | -$529 | ﹤0.01% | 1671 |
|
|
2020
Q3 | $2K | Hold |
104
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $1K | Buy |
104
+1
| +1% | +$10 | ﹤0.01% | 1530 |
|
|
2020
Q1 | $1K | Buy |
103
+1
| +1% | +$10 | ﹤0.01% | 1486 |
|
|
2019
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q3 | $2K | Sell |
102
-33
| -24% | -$647 | ﹤0.01% | 1440 |
|
|
2019
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 1344 |
|
|
2018
Q4 | $3K | Buy |
135
+2
| +2% | +$44 | ﹤0.01% | 1272 |
|
|
2018
Q3 | $3K | Buy |
133
+1
| +0.8% | +$23 | ﹤0.01% | 1329 |
|
|
2018
Q2 | $3K | Hold |
132
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q1 | $3K | Hold |
132
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q4 | $3K | Hold |
132
| – | – | ﹤0.01% | 1225 |
|
|
2017
Q3 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 1040 |
|